DWM

Destination Wealth Management Portfolio holdings

AUM $3.82B
1-Year Est. Return 13.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$5.53M
3
+$4.41M
4
PLTR icon
Palantir
PLTR
+$4.25M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.07M

Top Sells

1
+$16.7M
2
+$8.46M
3
+$6.52M
4
JPM icon
JPMorgan Chase
JPM
+$2.26M
5
V icon
Visa
V
+$1.75M

Sector Composition

1 Technology 11.92%
2 Financials 11.25%
3 Healthcare 8.38%
4 Consumer Staples 5.73%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$314K 0.01%
3,646
202
$302K 0.01%
13,279
-1,753
203
$300K 0.01%
4,836
-164
204
$297K 0.01%
1,655
+1
205
$290K 0.01%
+6,417
206
$285K 0.01%
1,719
+60
207
$284K 0.01%
1,064
-88
208
$283K 0.01%
738
-498
209
$281K 0.01%
537
-31
210
$275K 0.01%
1,781
211
$267K 0.01%
+56,964
212
$265K 0.01%
1,037
-55
213
$253K 0.01%
2,547
214
$252K 0.01%
1,033
-249
215
$252K 0.01%
803
+102
216
$249K 0.01%
3,731
+27
217
$249K 0.01%
2,238
-1,080
218
$247K 0.01%
7,621
-364
219
$244K 0.01%
4,000
220
$242K 0.01%
6,176
-34
221
$241K 0.01%
3,320
222
$241K 0.01%
2,955
223
$237K 0.01%
21,410
-4,576
224
$237K 0.01%
2,931
225
$237K 0.01%
+6,555
6 7 8
9
10